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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,121 hedge funds and large institutions have $11.6B invested in SPDR S&P Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 44 closing their positions.

Holders
1,121
Holders Change
+97
Holders Change %
+9.47%
% of All Funds
18.09%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.11%
New
160
Increased
419
Reduced
307
Closed
44
Calls
$13.8M
Puts
$25.3M
Net Calls
-$11.5M
Net Calls Change
+$488K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.04B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$385M
3
Bank of America
3
Bank of America
North Carolina
$1.22B
4
LPL Financial
4
LPL Financial
California
$420M
5
Ameriprise
5
Ameriprise
Minnesota
$470M

Top Sellers

1
GAMA
1
Graticule Asia Macro Advisors
New York
$0
2
CCA
2
Column Capital Advisors
Indiana
$350K
3
HNB
3
Huntington National Bank
Ohio
$23.7M
4
MWA
4
Meridian Wealth Advisors
Texas
$7.87M
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
251
BlackRock
New York
$3.29M 26,279 +12,981 +98%
SAS
252
Sanford Advisory Services
Michigan
$3.27M 26,132 +4,682 +22%
AMG
253
Asset Management Group
Connecticut
$3.2M 25,574 +179 +0.7%
MCA
254
MSH Capital Advisors
Arizona
$3.19M 25,525 -3,294 -11%
VWA
255
Visionary Wealth Advisors
Illinois
$3.18M 25,402 -25 -0.1%
Comerica Bank
256
Comerica Bank
Texas
$3.16M 24,544 +11,699 +91%
MA
257
MAS Advisors
Florida
$3.16M 25,269 -2,025 -7%
FNBT
258
FineMark National Bank & Trust
Florida
$3.16M 25,267 -50 -0.2%
FTS
259
Fifth Third Securities
Ohio
$3.16M 25,233 +589 +2%
TFCP
260
Twin Focus Capital Partners
Massachusetts
$3.14M 25,123 +11,000 +78%
SCA
261
Snowden Capital Advisors
New York
$3.13M 25,046 +2,106 +9%
HWA
262
Hillcrest Wealth Advisors
New Jersey
$3.13M 25,030 – –
NRI
263
NFP Retirement Inc
California
$3.11M 24,835 -1,153 -4%
FWCM
264
Ferguson Wellman Capital Management
Oregon
$3.1M 24,754 +19,211 +347%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$3.09M 65,663 -3,576 -5%
MA
266
Mutual Advisors
Nebraska
$3.07M 24,543 -878 -3%
CWM
267
Connecticut Wealth Management
Connecticut
$3.06M 24,487 -2 -0%
TRCT
268
Tower Research Capital (TRC)
New York
$3.04M 24,312 +469 +2%
TCA
269
Transcend Capital Advisors
New Jersey
$3.03M 24,185 +128 +0.5%
VAG
270
VisionPoint Advisory Group
Texas
$3.02M 23,308 +23,308 New
WF
271
Welch & Forbes
Massachusetts
$3.02M 24,140 +214 +0.9%
Citigroup
272
Citigroup
New York
$2.95M 23,604 -548 -2%
IFA
273
Index Fund Advisors
California
$2.94M 23,516 +23,516 New
TNB
274
Thomasville National Bank
Georgia
$2.93M 23,419 -8 -0%
FFN
275
Focus Financial Network
Minnesota
$2.92M 23,355 -398 -2%
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